JPMorganChase
Relationship Banker II - SB - Harvest Argyle - Argyle TX
JPMorganChase, Argyle, Texas, United States, 76226
Relationship Banker II - SB - Harvest Argyle - Argyle TX
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
Job Responsibilities
Put clients first and exceed their expectations – deliver attentive, friendly service and create a welcoming environment.
Manage assigned clients and proactively meet with them, in person and over the phone, to build lasting relationships, understand their financial needs, and tailor product and service recommendations.
Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to anticipate their needs.
Educate and connect clients to technology solutions such as the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs anywhere and anytime.
Learn products, services, and procedures quickly and accurately to consult effectively with clients about banking solutions and collaborate with experts for specialized financial needs.
Adhere to policies, procedures, and regulatory banking requirements.
Required Qualifications, Capabilities, And Skills
1+ year of sales experience in Retail Banking, Financial Services, or related industries with proven success in establishing new clients, deepening relationships, and delivering results.
Ability to create memorable experiences for our clients – elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor product benefits to clients with differing needs.
Ability to quickly and effectively resolve client issues with attention to detail – providing a consistent client experience.
Operate within established risk parameters and meet internal/external risk and compliance obligations, including required training.
High school degree, GED, or foreign equivalent.
Possession of the Securities Industry Essentials (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses; all unlicensed applicants must obtain their licenses through JPMC’s licensing program within 180 days of hire, with study materials and support provided.
Ability to work branch hours including weekends and some evenings.
Preferred Qualifications, Capabilities, And Skills
College degree or military equivalent.
Experience adhering to banking policies, procedures, and regulatory requirements.
Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer is contingent on JPMC's review of criminal history, credit report, NMLS information, and other relevant data. Any felony conviction within the last seven years will disqualify you. Continued employment in this position requires compliance with the Truth in Lending Act and Dodd‑Frank requirements.
The role requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act. Upon active employment, you must register or update your NMLS registration to reflect employment with JPMorgan Chase, and maintain compliance with the SAFE Act, including annual renewal and required updates. Information obtained during registration may impact employment. Please review your details and current NMLS record before submitting.
About Us Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits, and cities grow, delivering solutions to all their financial needs.
About The Team Our Consumer & Community Banking division serves our Chase customers with personal banking, credit cards, mortgages, auto financing, investment advice, small‑business loans, and payment processing. We lead the U.S. in credit‑card sales and deposit growth and have the most‑used digital solutions, while ranking first in customer satisfaction.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal‑opportunity employer; we do not discriminate on any protected attribute. We also provide reasonable accommodations for applicants’ and employees’ religious practices, mental health, or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
#J-18808-Ljbffr
Job Responsibilities
Put clients first and exceed their expectations – deliver attentive, friendly service and create a welcoming environment.
Manage assigned clients and proactively meet with them, in person and over the phone, to build lasting relationships, understand their financial needs, and tailor product and service recommendations.
Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to anticipate their needs.
Educate and connect clients to technology solutions such as the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs anywhere and anytime.
Learn products, services, and procedures quickly and accurately to consult effectively with clients about banking solutions and collaborate with experts for specialized financial needs.
Adhere to policies, procedures, and regulatory banking requirements.
Required Qualifications, Capabilities, And Skills
1+ year of sales experience in Retail Banking, Financial Services, or related industries with proven success in establishing new clients, deepening relationships, and delivering results.
Ability to create memorable experiences for our clients – elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor product benefits to clients with differing needs.
Ability to quickly and effectively resolve client issues with attention to detail – providing a consistent client experience.
Operate within established risk parameters and meet internal/external risk and compliance obligations, including required training.
High school degree, GED, or foreign equivalent.
Possession of the Securities Industry Essentials (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses; all unlicensed applicants must obtain their licenses through JPMC’s licensing program within 180 days of hire, with study materials and support provided.
Ability to work branch hours including weekends and some evenings.
Preferred Qualifications, Capabilities, And Skills
College degree or military equivalent.
Experience adhering to banking policies, procedures, and regulatory requirements.
Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer is contingent on JPMC's review of criminal history, credit report, NMLS information, and other relevant data. Any felony conviction within the last seven years will disqualify you. Continued employment in this position requires compliance with the Truth in Lending Act and Dodd‑Frank requirements.
The role requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act. Upon active employment, you must register or update your NMLS registration to reflect employment with JPMorgan Chase, and maintain compliance with the SAFE Act, including annual renewal and required updates. Information obtained during registration may impact employment. Please review your details and current NMLS record before submitting.
About Us Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits, and cities grow, delivering solutions to all their financial needs.
About The Team Our Consumer & Community Banking division serves our Chase customers with personal banking, credit cards, mortgages, auto financing, investment advice, small‑business loans, and payment processing. We lead the U.S. in credit‑card sales and deposit growth and have the most‑used digital solutions, while ranking first in customer satisfaction.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal‑opportunity employer; we do not discriminate on any protected attribute. We also provide reasonable accommodations for applicants’ and employees’ religious practices, mental health, or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
#J-18808-Ljbffr